General

Re: Form Loads

skybreck — Mon, 16 May 2016 20:40:29 GMT

okay i will study it and thanks a ton for your time today Hilary. This one was just giving me a tough time. I am truly grateful for the time you spent helping me figure this out

Re: Form Loads

Hilary Stoupa — Mon, 16 May 2016 19:55:07 GMT

Here is a copy of your form with the same change that worked in my Office 365 site.

Re: Form Loads

Hilary Stoupa — Mon, 16 May 2016 19:53:40 GMT

I took your form, changed the form load rule that sets manager to set the manager field to exactly the formula I listed. I updated the data connection to point to my Office 365 site & published. Attached is a screenshot of the result. I'll make the same change in your form for you and attach to another reply.

Re: Form Loads

skybreck — Mon, 16 May 2016 19:44:20 GMT

Ive tried all different variations. The one you just used as an example returns nothing. if i dont use the substring function then it returns the manager email with the i:0#.f|membership| in front of it. Attached is latest version of form. Everything else is working perfectly.

Re: Form Loads

Hilary Stoupa — Mon, 16 May 2016 19:40:49 GMT

Okay, so in general, that's what I'd expect to work. Where is this formula being used? When you set the Manager field from the Form Load rules? Actually, probably not - since you'd use substring-after(Value[Name = "Manager"], "i:0#.f|membership|") if you were using this in your form load rules where you set the manager field... Is this in the latest form sample you posted? Is it simply leaving the manager field blank?

Re: Form Loads

skybreck — Mon, 16 May 2016 19:19:23 GMT

the formula I am using to try and get just the email string is this: substring-after(Manager,"i:0#.f|membership|")

Re: Form Loads

Hilary Stoupa — Mon, 16 May 2016 19:11:08 GMT

In the data source task pane, find the data connections you are interested in. Drag the fields onto the form. Add a button that runs the query for the data connection. Publish the form so you can do your testing in the browser. Open the form. Enter values in query fields and click the button you have added to execute the query. I am recommending this so that you can see what is returned in your data connections and better understand how to get the data you need back. What is the formula you are trying to get the manager email? What is the error you are getting? Or do you mean something else by "didn't work" - like the formula didn't return a value?

Re: Form Loads

skybreck — Mon, 16 May 2016 18:56:19 GMT

how would i do what you are recommending here?

Re: Form Loads

skybreck — Mon, 16 May 2016 18:46:11 GMT

please reference newly uploaded file. When you publish or run it you see that the manager field is two substrings. One the email and the other the federation string. I tried using substring after but it did not work. Is their a document on how to get the manager s name of the user that is queried with the userprofile services. I dont even mind the mgr coming across as an email. Makes it easier for approval workflow. But i just cant find a way to use the substring and have it work. Ive been through every doc I can imagine.

Re: Form Loads

Hilary Stoupa — Mon, 16 May 2016 18:12:38 GMT

Is that manager info from the initial Get User Profile By Name query? You could then set the account name to that manager's account name, and query that data connection again to get back the manager's info. Not sure what you mean by this: "I have used the sub-string after function but to know avail i cannot parse out the email" Substring-after could be used for this - you are looking for the substring after " i:0#.f|membership|". Put the query & data fields from these various connections on your form and add buttons that query them - you can clean it all up after you are done developing your form - then you can see what is returned in various fields for various queries.

Re: Form Loads

skybreck — Mon, 16 May 2016 17:33:15 GMT

this works fine, but it brings across an email for the manager instead of the manager name. On top of that it has a i:0#.f|membership| in front of it. I have used the sub-string after function but to know avail i cannot parse out the email

Re: Form Loads

Hilary Stoupa — Mon, 16 May 2016 16:04:00 GMT

It appears you do have a default value in Manager. Remove the default. It does appear you have form load rules to set the value. Since you query these data connections in your form load rules, you may wish to set those data connections to not query on load - that is an option in the last screen of the data connection wizard.

Re: Form Loads

skybreck — Mon, 16 May 2016 15:55:43 GMT

If you notice from the above form library screenshot...the manager for Colin is Donald. But when I open the form now after the change you recommended his manager says my manager. Meaning i must not have the DC to getcommonmanager or the value for that manager field set up properly...any thoughts?

Re: Form Loads

skybreck — Mon, 16 May 2016 15:54:15 GMT

Thank you that seems to have worked for opening the form and keeping the same user data.

Re: Form Loads

Hilary Stoupa — Mon, 16 May 2016 15:48:06 GMT

Your condition in your form load rules is incorrect. It is checking the account name field in the secondary data connection - on form load, that will always be blank. Instead check the account ID field in the main data connection.